building an exit plan is not enough. you need EXITREADINESS®.
Information is everywhere. AI can help you draft an exit plan in minutes. But a successful exit requires more than knowledge. It requires sound judgment, consistent accountability, and disciplined execution over time. That's the difference between having an exit plan and achieving ExitReadiness®.
MORE THAN AN EXIT PLAN. EXITREADINESS®.
You've spent years building your business. Your exit deserves the same intentionality.
Selling, transferring, or stepping away from your business is one of the most significant decisions you'll ever make. An exit plan is essential—but by itself, it isn't enough.
A plan can tell you what needs to be done. It can't hold you accountable when priorities compete for your attention, challenge assumptions you'd rather leave untested, or provide experienced judgment when the decisions become difficult.
That's the difference between having an exit plan and achieving ExitReadiness®.
Our Certified Exit Planning Professionals work alongside you to provide objective guidance, sound judgment, disciplined accountability, and practical execution—helping you make informed decisions and leave your business on your terms, for your reasons, while protecting the legacy you've worked so hard to build.
Build a transferable business. Achieve exitReadiness®.
Building a business someone else wants to own requires more than strong financial performance.
Buyers and successors look beyond the financial statements. They want a business with strong financial performance, capable leadership, and the ability to succeed without excessive dependence on the owner. That's why we help owners strengthen the three areas that have the greatest impact on transferability, long-term value, and ultimately ExitReadiness®.
Is your “financial house” in order?
Strong financial performance tells an important story to future buyers and successors. We help you understand that story—and improve it. More importantly, we help you understand what your financial picture means for your personal goals, your future, and your exit options. That kind of integrated thinking requires more than technical expertise. It requires trusted advice.
Can your business survive without you?
A business that depends on its owner isn't fully transferable. Building a next-level leadership team requires coaching, accountability, and experienced judgment developed through years of working with owners and leadership teams facing real-world challenges. That's what we bring to every engagement.
Is your Successor(s) ready for ownership?
Preparing a family member or key employee to become an owner is about far more than transferring knowledge or responsibility. It involves developing leadership, building confidence, navigating family and organizational dynamics, and preparing both the successor and the owner for a successful transition. ExitReadiness® NEXT GEN provides the structure, guidance, and accountability to help make that transition successful.
PREPARE FOR YOUR NEXT ACT.
75% of business owners are unhappy within a year of leaving their business.
For many owners, the hardest part of exiting isn't closing the transaction—it's discovering what comes next. Identity, purpose, and meaning don't transfer with the business. They must be intentionally rediscovered.
That's why ExitReadiness® extends beyond the business itself. Through our ExitReadiness® NEXT ACT process, we help you think through the life you're preparing for—not just the business you're leaving behind. Together, we explore your purpose, passions, relationships, legacy, and the opportunities that will give your next chapter meaning.
Because the most successful exits aren't measured only by the transaction. They're measured by the quality of the life that follows.
IS YOUR BUSINESS PARTNERSHIP ON A FIRM FOUNDATION???
Design any complex partnership in three simple steps using The Partnership Charter™ process.
Business partnerships are built on relationships, not contracts. The Partnership Charter process facilitates deep, honest conversations between partners about expectations, roles, decision-making, and the future — conversations that prevent the conflicts that destroy partnerships and businesses. This work is inherently human. It requires trust, skilled facilitation, and the willingness to go beyond the surface.
If you plan to sell your business to your Management Team (MBO), they will become business partners. Will they succeed as co-owners? The Partnership Charter can help mitigate the inherent risk in that transaction.
Not Ready for a Full Advisory Engagement? YOU CAN STILL GET STARTED WITH OUR DIY PLATFORM.
We built ExitReadiness® DIY™ for the business owner who wants to start planning now but doesn’t need or want a full advisory engagement.
You get the same framework our advisors use — the same 14-chapter curriculum. Proprietary planning tools, financial models, worksheets, and audio narrations. When you want a human “sanity-check” on the work you’re doing, a Certified Exit Planning Professional is there — quarterly with Accelerator, monthly with Advisory — to bring the judgment a tool can’t.
Three tiers. Start free with Essentials.
get answers to these questions…
AM I, AND IS MY BUSINESS, EXIT-READY???
Complete our 15-minute Exit Assessment and receive a 12-page report scoring you in four key planning categories: Finance, Planning, Revenue/Profitability, Operations. We do not ask for confidential information.
WHAT SERVICE LEVEL DO I NEED???
Complete our 2-minute Service Level Questionnaire which will help you decide whether you need a full advisory engagement or our self-directed ExitReadiness® DIY™ platform. Answer 12 quick questions and we will match you to the right level of support for your timeline, your goals, and how you like to work. There are no wrong answers, and we do not ask for confidential information.
exit planning conversations with subject matter experts
Listen in as hosts Pat Ennis, CExP, and Walter Deyhle, CPA, discuss essential topics about planning a successful exit from your business with various subject matter experts.
DISCLAIMER: The information provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.
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